Wills and Trusts Before Trips

My wife and I are going on a vacation for the long weekend and I, being a human, thought about my will and trust.  Mostly my will as that is where the guardian of our kids is named. I know, I know it’s not too likely that the plane is going to go down but when you go out of town without the kids you think about it!

In fact, I have had many many clients over the years stop at my office the week of, the day before, or even on the way to the airport. Irrational fears though they may be most of us have them.

Rather than wait until your next trip review and update your will, trust, powers of attorney, medical directive, guardianship clauses, and other California estate planning items NOW! 

If you want information on wills and trusts go to my will v. trust article on our main page at http://www.californiaprobate.info/willtrust.htm

For more information about California wills, trusts, probate and trust administration please contact me directly or visit our website at www.californiaprobate.info

- John

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Make them EARN IT!

When we do estate planning for clients here in California there are often concerns about their children losing the desire (or never gaining the desire) to work. That is, many of us have heard stories of adult children inherting money and either blowing it all real quick or, if it’s a lot of money, never working a real job.  To a lot of this, who work very hard, this doesn’t sound so good. There are many options. Some people just leave the money to charity. That’s an option that works for some but not others. However, what about leaving the assets in trust and letting your kids, grandchildren or other loved ones EARN IT!?

It sounds like the old Smith Barney commercials right?  They “EARNNNNN IT.”  Why not!?  Why should you kids inherit a ton of money, watch tv, hang out at the country club, etc… and never learn the ups and downs of HARD WORK!? Earn out clauses are an option that we can incorporate into your wills or trusts to help give your child the incentive to work hard after you have died.

Earn out clauses can start with a bonus for obtaining a 4 year college degree or other educational milestone as you deem worthy.  That is, we can incorporate language like, “if my child obtains his four year college degree he will receive a check for $100,000.” I don’t know about you but I know for me I would have graduated early if that carrot was waiting out there on the end of the stick!

You can continue earn out clauses when your child enters the real world. Maybe they can receive one dollar out of your trust for every dollar they earn at a job.  I did one recently that was two dollars for every dollar earned. Plus, you can customize it to give bonuses for certain professions. That is, maybe your child becomes a teacher or a social worker and they receive three or four dollars per dollar earned since those professions might be lower paying than other professions. Certainly we don’t want your kids to solely be driven by the mighty dollar.  Also we can incorporate flexibility if your child is truly unable to work, becomes sick, etc….

In conclusion, earn out clauses are a great thing to keep in mind for your estate plan.

Contact me with any questions about this or anything else directly or via our website at www.californiaprobate.info

-John

Probate Monitoring

As a certified specialist in California probate, estate planning and trust law I am hired in all different facets of these areas. For example in many cases I write the estate plan and in many others I execute an estate plan after death. However, there is a growing piece of my work which is monitoring the probate cases that somebody else is executing.  If you have inherited money and aren’t sure things are being done correctly please talk to me.

The California probate process is 7 months minimum but can be much longer. During that 7 months there are a whole host of things that need to happen. Notices to give, documents to file, and the list goes on. In some of these instances there is Court involvement or oversight. However, in most cases there is not Court involement or oversight and, worse yet, a huge problem of people hiding the facts or out and out STEALING.

When I am hired to monitor a probate I am hired to make sure the Executor or Administrator is doing their job right. I am making sure they file the documents when they are supposed to and if they don’t I find out why. I am making sure the documents that are filed seemed accurate and if they don’t then I investigate to find out why. I then look for inconsistencies, which can be quite subtle, and I completely tear them open to investigate what happened.

In short, I am using my 17 years of experience with these matters to be your ears and eyes. I am using my knowledge to protect you and give you peace of mind. It should be noted we are NOT contesting the will, in these monitoring cases, so there is no risk of triggering a no-contest clause. Rather, we are just making sure your rights are protected!

If you are the beneficiary of a will or heir of an estate I encourage you to contact me to discuss how I can help you.  I find that I can give a lot of people peace of mind so they don’t have to worry about whether their sister, brother, aunt, uncle, or whoever is stealing from them!

Contact me directly

Estate Attorney Video

Several years ago I had a video professionally made. It was through our yellowpages.com advertisement which we don’t even do anymore. I felt the video was too canned and just not who I am.  I wanted my clients and potential clients to know ME.  Please check out my video on my Youtube channel and let me know what you think. 

http://www.youtube.com/watch?v=B3Vu-rE3cBM

For more information about California wills, trusts, probate and trust administration please contact me directly or visit our website at www.californiaprobate.info

-John

Family Time

Sunday is a nice day to spend with family. My family often goes to breakfast at our favorite restaurnt, the Original Pancake House in Roseville, California.  We often see friends there which is nice.  Of course when you spend this time with family it can make you reflect on the importance of planning for your family. Ok, so being an estate planning attorney and having lost my dad when I was 14 I am more aware of this than average I admit.

However, next time you are spending some quality moments with your spouse and kids think about your family.  Have you done all you can do to minimize taxes, avoid probate, ensure your wishes are followed, make sure your kids money is there for them when they go to college, increase the chances of there still being money when they get married, and the list goes on.  All of these things and so much more can be accomplished by proper estate planning with a licensed California attorney.

Being a Certified Specialist in estate planning, trust and probate law I encourage you to only work with a Certified Specialist. Work with someone who has dedicated their professional life to this area of law. Work with someone dedicated to making your wishes a reality.

Contact me with any questions. Also, feel free to browse our main probate and estate planning web page at www.californiaprobate.info

Happy Sunday.  -John

The California Probate Code

You have read my blog enough to know I think very highly of the California Probate Code. In my job as a California proabte and estate attorney I find almost all answers are listed in the california probate code. I have pasted below the contents. Let me know if you have questions about any of it.

Contact me or visit my website at www.californiaprobate.info with questions.

-John

TABLE OF CONTENTS

   PROBATE CODE
   DIVISION 1.  PRELIMINARY PROVISIONS AND DEFINITIONS
    PART 1.  PRELIMINARY PROVISIONS ....................................   1-13
    PART 2.  DEFINITIONS ...............................................  20-88
   DIVISION 2.  GENERAL PROVISIONS
    PART 1.  EFFECT OF DEATH OF MARRIED PERSON ON COMMUNITY AND
             QUASI-COMMUNITY PROPERTY ................................. 100-105
    PART 2.  SURVIVING SPOUSE'S RIGHT IN CALIFORNIA REAL PROPERTY OF
             NONDOMICILIARY DECEDENT ...................................    120
    PART 3.  CONTRACTUAL ARRANGEMENTS RELATING TO RIGHTS AT DEATH
     CHAPTER 1.  SURVIVING SPOUSE'S WAIVER OF RIGHTS .................. 140-147
    PART 4.  ESTABLISHING AND REPORTING FACT OF DEATH
     CHAPTER 1.  PROCEEDINGS TO ESTABLISH DEATH ....................... 200-204
     CHAPTER 2.  RECORDING EVIDENCE OF DEATH .......................... 210-212
     CHAPTER 3.  REPORTING FACT OF DEATH .............................. 215-217
    PART 5.  SIMULTANEOUS DEATH
     CHAPTER 1.  GENERAL PROVISIONS ................................... 220-226
     CHAPTER 2.  PROCEEDINGS TO DETERMINE SURVIVAL .................... 230-234
    PART 6.  DISTRIBUTION AMONG HEIRS OR BENEFICIARIES
     CHAPTER 1.  INTESTATE DISTRIBUTION SYSTEM ........................ 240-241
     CHAPTER 2.  DISTRIBUTION UNDER A WILL, TRUST, OR OTHER INSTRUMENT  245-247
     CHAPTER 3.  IDENTITY OF HEIRS .................................. 248-249.8
    PART 7.  EFFECT OF HOMICIDE OR ABUSE OF AN ELDER OR DEPENDENT ADULT 250-259
    PART 8.  DISCLAIMER OF TESTAMENTARY AND OTHER INTERESTS
     CHAPTER 1.  DEFINITIONS .......................................... 260-267
     CHAPTER 2.  GENERAL PROVISIONS ................................... 275-288
     CHAPTER 3.  DISCLAIMERS EFFECTIVE UNDER FEDERAL LAW ...............    295
    PART 9.  TRUST COMPANY AS FIDUCIARY ............................... 300-301
    PART 10.  IMMEDIATE STEPS CONCERNING DECEDENT'S TANGIBLE
              PERSONAL PROPERTY AND SAFE DEPOSIT BOX .................. 330-331
    PART 11.  FIDUCIARIES' WARTIME SUBSTITUTION LAW
     CHAPTER 1.  GENERAL PROVISIONS
      Article 1.  Short Title and Definitions ......................... 350-356
      Article 2.  Scope of Part ....................................... 360-361
      Article 3.  Procedural Provisions ............................... 365-366
     CHAPTER 2.  APPOINTMENT OF SUBSTITUTE FIDUCIARY .................. 370-374
     CHAPTER 3.  DELEGATION OF POWERS
      Article 1.  Delegation by Fiduciary ............................. 380-383
      Article 2.  Delegation by Consultant ............................ 385-388
    PART 12.  PROBATE REFEREES
     CHAPTER 1.  APPOINTMENT AND REVOCATION ........................... 400-408
     CHAPTER 2.  POWERS OF PROBATE REFEREE ............................ 450-453
    PART 13.  LITIGATION INVOLVING DECEDENT
     CHAPTER 1.  LIABILITY OF DECEDENT COVERED BYINSURANCE ............ 550-555
    PART 14.  APPLICABILITY OF REPEALED OR AMENDED PROVISIONS
              RELATING TO COMPENSATION OF ESTATE ATTORNEY AND
              PERSONAL REPRESENTATIVE
    PART 14.  POWERS OF APPOINTMENT
     CHAPTER 1.  GENERAL PROVISIONS ................................... 600-601
     CHAPTER 2.  DEFINITIONS; CLASSIFICATION OF POWERS OF APPOINTMENT   610-613
     CHAPTER 3.  CREATION OF POWERS OF APPOINTMENT .....................    620
     CHAPTER 4.  EXERCISE OF POWERS OF APPOINTMENT
      Article 1.  Donee's Capacity .....................................    625
      Article 2.  Scope of Donee's Authority .......................... 630-635
      Article 3.  Donee's Required Intent ............................. 640-642
      Article 4.  Types of Appointments ............................... 650-652
      Article 5.  Contracts to Appoint; Releases ...................... 660-662
     CHAPTER 5.  EFFECT OF FAILURE TO MAKE EFFECTIVE APPOINTMENT ...... 670-674
     CHAPTER 6.  RIGHTS OF CREDITORS .................................. 680-684
     CHAPTER 7.  RULE AGAINST PERPETUITIES .............................    690
     CHAPTER 8.  REVOCABILITY OF CREATION, EXERCISE, OR RELEASE OF
                 POWER OF APPOINTMENT ..................................    695
    PART 15.  DEPOSIT OF ESTATE PLANNING DOCUMENTS WITH ATTORNEY
     CHAPTER 1.  DEFINITIONS .......................................... 700-704
     CHAPTER 2.  DUTIES AND LIABILITIES OF ATTORNEY ................... 710-716
     CHAPTER 3.  TERMINATION OF DEPOSIT
      Article 1.  Termination by Depositor .............................    720
      Article 2.  Termination by Attorney ............................. 730-735
    PART 16.  JURISDICTION ............................................ 800-801
    PART 17.  LEGAL MENTAL CAPACITY ................................... 810-813
    PART 18.  RIGHT TO TRIAL ...........................................    825
    PART 19.  CONVEYANCE OR TRANSFER OF PROPERTY CLAIMED TO BELONG
              TO DECEDENT OR OTHER PERSON ............................. 850-859
   DIVISION 3.  GENERAL PROVISIONS OF A PROCEDURAL NATURE
    PART 1.  GENERAL PROVISIONS
     CHAPTER 1.  RULES OF PRACTICE .................................. 1000-1004
     CHAPTER 2.  PETITIONS AND OTHER PAPERS ......................... 1020-1023
     CHAPTER 3.  HEARINGS AND ORDERS ................................ 1040-1051
     CHAPTER 4.  ACCOUNTS ........................................... 1060-1064
    PART 2.  NOTICES AND CITATIONS
     CHAPTER 1.  GENERAL NOTICE PROVISIONS .......................... 1200-1214
     CHAPTER 2.  MAILING IN GENERAL ................................. 1215-1217
     CHAPTER 3.  MAILING NOTICE OF HEARING .......................... 1220-1221
     CHAPTER 4.  POSTING NOTICE OF HEARING .............................   1230
     CHAPTER 5.  CITATIONS .......................................... 1240-1242
     CHAPTER 6.  REQUEST FOR SPECIAL NOTICE ......................... 1250-1252
     CHAPTER 7.  PROOF OF GIVING NOTICE ............................. 1260-1265
    PART 3.  APPEALS
     CHAPTER 1.  GENERAL ............................................ 1300-1304
     CHAPTER 2.  EFFECT OF AN APPEAL ................................ 1310-1312
   DIVISION 4.  GUARDIANSHIP, CONSERVATORSHIP, AND OTHER
                PROTECTIVE PROCEEDINGS
    PART 1.  DEFINITIONS AND GENERAL PROVISIONS
     CHAPTER 1.  SHORT TITLE AND DEFINITIONS ........................ 1400-1449
     CHAPTER 2.  GENERAL PROVISIONS ............................... 1452-1459.5
     CHAPTER 3.  NOTICES ............................................ 1460-1469
     CHAPTER 4.  APPOINTMENT OF LEGAL COUNSEL ....................... 1470-1474
     CHAPTER 5.  TRANSITIONAL PROVISIONS ............................ 1488-1490
    PART 2.  GUARDIANSHIP
     CHAPTER 1.  ESTABLISHMENT OF GUARDIANSHIP
      Article 1.  Nomination of Guardian ............................ 1500-1502
      Article 2.  Appointment of Guardian Generally ................. 1510-1517
      Article 3.  Nonrelative Guardianships ......................... 1540-1543
     CHAPTER 2.  TERMINATION ........................................ 1600-1602
     CHAPTER 3.  PERMANENT AND STABLE HOME .......................... 1610-1611
    PART 3.  CONSERVATORSHIP
     CHAPTER 1.  ESTABLISHMENT OF CONSERVATORSHIP
      Article 1.  Persons for Whom Conservator May Be Appointed ..... 1800-1804
      Article 2.  Order of Preference for Appointment of
                  Conservator ..................................... 1810-1813.1
      Article 3.  Establishment of Conservatorship .................. 1820-1835
      Article 4.  Special Provisions Applicable Where Proposed
                  Conservatee Is an Absentee ........................ 1840-1844
      Article 5.  Special Provisions Applicable Where Proposed
                  Conservatee Is a Missing Person ................. 1845-1849.5
     CHAPTER 2.  PERIODIC REVIEW OF CONSERVATORSHIP ................. 1850-1853
     CHAPTER 3.  TERMINATION ........................................ 1860-1865
     CHAPTER 4.  LEGAL CAPACITY OF CONSERVATEE
      Article 1.  Capacity to Bind or Obligate Conservatorship Estate 1870-1876
      Article 2.  Capacity to Give Informed Consent for Medical
                  Treatment ......................................... 1880-1898
      Article 3.  Capacity of Conservatee to Marry .................. 1900-1901
     CHAPTER 5.  DISQUALIFICATION FROM VOTING ..........................   1910
     CHAPTER 6.  STERILIZATION ...................................... 1950-1969
     CHAPTER 7.  UNWARRANTED PETITIONS .................................   1970
    PART 4.  PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP
     CHAPTER 1.  GENERAL PROVISIONS ................................. 2100-2113
     CHAPTER 2.  JURISDICTION AND VENUE
      Article 1.  Jurisdiction and Venue ............................ 2200-2203
      Article 2.  Change of Venue ................................... 2210-2217
     CHAPTER 3.  TEMPORARY GUARDIANS AND CONSERVATORS ............... 2250-2258
     CHAPTER 4.  OATH, LETTERS, AND BOND
      Article 1.  Requirement of Oath and Bond .........................   2300
      Article 2.  Letters ........................................... 2310-2313
      Article 3.  Bonds of Guardians and Conservators ............... 2320-2335
      Article 4.  Professional Fiduciaries .......................... 2340-2341
     CHAPTER 5.  POWERS AND DUTIES OF GUARDIAN OR CONSERVATOR OF THE
                 PERSON ............................................. 2350-2360
     CHAPTER 6.  POWERS AND DUTIES OF GUARDIAN OR CONSERVATOR OF
                 THE ESTATE
      Article 1.  Definitions and General Provisions ................ 2400-2410
      Article 2.  Support and Maintenance of Ward or Conservatee and
                  Dependents ........................................ 2420-2423
      Article 3.  Payment of Debts and Expenses ..................... 2430-2431
      Article 4.  Estate Management Powers Generally ................ 2450-2468
      Article 5.  Compromise of Claims and Actions; Extension,
                  Renewal, or Modification of Obligations ........... 2500-2507
      Article 7.  Sales ............................................. 2540-2548
      Article 8.  Notes, Mortgages, Leases, Conveyances, and
                  Exchanges ......................................... 2550-2557
      Article 9.  Investments and Purchase of Property .............. 2570-2574
      Article 10.  Substituted Judgment ............................. 2580-2586
      Article 11.  Independent Exercise of Powers ................... 2590-2595
     CHAPTER 7.  INVENTORY AND ACCOUNTS
      Article 1.  Definitions and General Provisions ................ 2600-2601
      Article 2.  Inventory and Appraisal of Estate ................. 2610-2615
      Article 2.5.  Examination Concerning Assets of Estate ......... 2616-2619
      Article 3.  Accounts .......................................... 2620-2628
      Article 4.  Accounts on Termination of Relationship ........... 2630-2633
     CHAPTER 8.  COMPENSATION OF GUARDIAN, CONSERVATOR, AND ATTORNEY  2640-2647
     CHAPTER 9.  REMOVAL OR RESIGNATION
      Article 1.  Removal of Guardian or Conservator ................ 2650-2655
      Article 2.  Resignation of Guardian or Conservator ............ 2660-2662
     CHAPTER 9.5.  APPOINTMENT OF SUCCESSOR GUARDIAN OR CONSERVATOR
      Article 1.  Appointment of Successor Guardian ....................   2670
      Article 2.  Appointment of Successor Conservator .............. 2680-2689
     CHAPTER 10.  REQUESTS FOR SPECIAL NOTICE ....................... 2700-2702
     CHAPTER 12.  TRANSFER OF PERSONAL PROPERTY OUT OF STATE ........ 2800-2808
     CHAPTER 14.  NOTIFICATION TO COURT BY INSTITUTIONS ............. 2890-2893
    PART 5.  PUBLIC GUARDIAN
     CHAPTER 1.  TAKING TEMPORARY POSSESSION OR CONTROL OF PROPERTY   2900-2903
     CHAPTER 2.  PREFILING INVESTIGATION BY PUBLIC GUARDIAN ......... 2910-2911
     CHAPTER 3.  APPOINTMENT OF PUBLIC GUARDIAN ..................... 2920-2923
     CHAPTER 4.  ADMINISTRATION BY PUBLIC GUARDIAN .................. 2940-2944
     CHAPTER 5.  FINANCIAL ABUSE OF MENTALLY IMPAIRED ELDERS
      Article 1.  General ........................................... 2950-2951
      Article 2.  Estate Protection ................................. 2952-2955
    PART 6.  MANAGEMENT OR DISPOSITION OF COMMUNITY PROPERTY WHERE
             SPOUSE LACKS LEGAL CAPACITY
     CHAPTER 1.  DEFINITIONS AND GENERAL PROVISIONS
      Article 1.  Definitions ....................................... 3000-3012
      Article 2.  General Provisions ................................ 3020-3023
     CHAPTER 2.  MANAGEMENT, CONTROL, AND DISPOSITION
      Article 1.  Management, Control, and Disposition Generally .... 3051-3057
      Article 2.  Substitute for Joinder or Consent Requirements .... 3070-3074
      Article 3.  Enforcement of Support of Spouse Who Has
                  Conservator ....................................... 3080-3092
     CHAPTER 3.  PROCEEDING FOR PARTICULAR TRANSACTION
      Article 1.  General Provisions ................................ 3100-3102
      Article 2.  Commencement of Proceeding ........................ 3110-3113
      Article 3.  Petition .......................................... 3120-3123
      Article 4.  Citation and Notice of Hearing .................... 3130-3131
      Article 5.  Hearing and Order ................................. 3140-3145
      Article 6.  Consummation of Transaction ....................... 3150-3154
    PART 7.  CAPACITY DETERMINATIONS AND HEALTH CARE DECISIONS FOR
             ADULT WITHOUT CONSERVATOR .............................. 3200-3212
    PART 8.  OTHER PROTECTIVE PROCEEDINGS
     CHAPTER 1.  GENERAL PROVISIONS ................................. 3300-3303
     CHAPTER 2.  MONEY OR PROPERTY BELONGING TO MINOR
      Article 1.  Total Estate Not in Excess of $5,000 .............. 3400-3402
      Article 2.  Property in the Form of Money ..................... 3410-3413
     CHAPTER 3.  COMPROMISE BY PARENT OF MINOR'S DISPUTED CLAIM ........   3500
     CHAPTER 4.  MONEY OR PROPERTY PAID OR DELIVERED PURSUANT TO
                 COMPROMISE OR JUDGMENT FOR MINOR OR INCOMPETENT
                 PERSON
      Article 1.  General Provisions ................................ 3600-3605
      Article 2.  Disposition of Money or Other Property Where No
                  Guardianship or Conservatorship ................... 3610-3613
     CHAPTER 5.  PROPERTY OF ABSENT FEDERAL PERSONNEL
      Article 1.  Definitions ..........................................   3700
      Article 2.  Court Proceeding to Set Aside Personal Property of
                  Absentee .......................................... 3701-3708
      Article 3.  Management and Disposition of Personal Property of
                  Absentee Without Court Proceeding ................. 3710-3712
      Article 4.  Absentee's Power of Attorney ...................... 3720-3722
     CHAPTER 6.  REMOVAL OF PROPERTY OF NONRESIDENT ................. 3800-3803
    PART 9.  CALIFORNIA UNIFORM TRANSFERS TO MINORS ACT ............. 3900-3925
   DIVISION 4.5.  POWERS OF ATTORNEY
    PART 1.  DEFINITIONS AND GENERAL PROVISIONS
     CHAPTER 1.  SHORT TITLE AND DEFINITIONS ........................ 4000-4034
     CHAPTER 2.  GENERAL PROVISIONS ................................. 4050-4054
    PART 2.  POWERS OF ATTORNEY GENERALLY
     CHAPTER 1.  GENERAL PROVISIONS ................................. 4100-4102
     CHAPTER 2.  CREATION AND EFFECT OF POWERS OF ATTORNEY .......... 4120-4130
     CHAPTER 3.  MODIFICATION AND REVOCATION OF POWERS OF ATTORNEY .. 4150-4155
     CHAPTER 4.  ATTORNEYS-IN-FACT
      Article 1.  Qualifications and Authority of Attorneys-in-Fact   4200-4207
      Article 2.  Duties of Attorneys-in-Fact ....................... 4230-4238
      Article 3.  Authority of Attorneys-in-Fact .................... 4260-4266
     CHAPTER 5.  RELATIONS WITH THIRD PERSONS ....................... 4300-4310
    PART 3.  UNIFORM STATUTORY FORM POWER OF ATTORNEY
     CHAPTER 1.  GENERAL PROVISIONS ................................. 4400-4409
     CHAPTER 2.  CONSTRUCTION OF POWERS ............................. 4450-4465
    PART 4.  JUDICIAL PROCEEDINGS CONCERNING POWERS OF ATTORNEY
     CHAPTER 1.  GENERAL PROVISIONS ................................. 4500-4505
     CHAPTER 2.  JURISDICTION AND VENUE ............................. 4520-4523
     CHAPTER 3.  PETITIONS, ORDERS,APPEALS .......................... 4540-4545
   DIVISION 4.7.  HEALTH CARE DECISIONS
    PART 1.  DEFINITIONS AND GENERAL
     CHAPTER 1.  SHORT TITLE AND DEFINITIONS ........................ 4600-4643
     CHAPTER 2.  GENERAL PROVISIONS ................................. 4650-4660
     CHAPTER 3.  TRANSITIONAL PROVISIONS ...............................   4665
    PART 2.  UNIFORM HEALTH CARE DECISIONS ACT
     CHAPTER 1.  ADVANCE HEALTH CARE DIRECTIVES
      Article 1.  General Provisions ................................ 4670-4678
      Article 2.  Powers of Attorney for Health Care ................ 4680-4690
      Article 3.  Revocation of Advance Directives .................. 4695-4698
     CHAPTER 2.  ADVANCE HEALTH CARE DIRECTIVE FORMS ................ 4700-4701
     CHAPTER 3.  HEALTH CARE SURROGATES ............................. 4711-4717
     CHAPTER 4.  DUTIES OF HEALTH CARE PROVIDERS .................... 4730-4736
     CHAPTER 5.  IMMUNITIES AND LIABILITIES ......................... 4740-4743
    PART 3.  JUDICIAL PROCEEDINGS
     CHAPTER 1.  GENERAL PROVISIONS ................................. 4750-4755
     CHAPTER 2.  JURISDICTION AND VENUE ............................. 4760-4763
     CHAPTER 3.  PETITIONS AND ORDERS ............................... 4765-4771
    PART 4.  REQUEST REGARDING RESUSCITATIVE MEASURES ............... 4780-4786
    PART 5.  ADVANCE HEALTH CARE DIRECTIVE REGISTRY ................. 4800-4806
   DIVISION 5.  NONPROBATE TRANSFERS
    PART 1.  PROVISIONS RELATING TO EFFECT OF DEATH
     CHAPTER 1.  GENERAL PROVISIONS ................................. 5000-5003
     CHAPTER 2.  NONPROBATE TRANSFERS OF COMMUNITY PROPERTY
      Article 1.  General Provisions ................................ 5010-5015
      Article 2.  Consent to Nonprobate Transfer .................... 5020-5023
      Article 3.  Revocation of Consent ............................. 5030-5032
    PART 2.  MULTIPLE-PARTY ACCOUNTS
     CHAPTER 1.  SHORT TITLE AND DEFINITIONS
      Article 1.  Short Title ..........................................   5100
      Article 2.  Definitions ....................................... 5120-5152
     CHAPTER 2.  GENERAL PROVISIONS ................................. 5201-5205
     CHAPTER 3.  OWNERSHIP BETWEEN PARTIES AND THEIR CREDITORS AND
                 SUCCESSORS ......................................... 5301-5307
     CHAPTER 4.  PROTECTION OF FINANCIAL INSTITUTION ................ 5401-5407
    PART 3.  UNIFORM TOD SECURITY REGISTRATION ACT .................. 5500-5512
    PART 4.  NONPROBATE TRANSFER TO FORMER SPOUSE ................... 5600-5604
    PART 5.  GIFTS IN VIEW OF IMPENDING DEATH ....................... 5700-5705
   DIVISION 6.  WILLS AND INTESTATE SUCCESSION
    PART 1.  WILLS
     CHAPTER 1.  GENERAL PROVISIONS ................................. 6100-6105
     CHAPTER 2.  EXECUTION OF WILLS ................................. 6110-6113
     CHAPTER 3.  REVOCATION AND REVIVAL ............................. 6120-6124
     CHAPTER 4.  REFERENCE TO MATTERS OUTSIDE THE WILL .............. 6130-6132
     CHAPTER 6.  CALIFORNIA STATUTORY WILL
      Article 1.  Definitions and Rules of Construction ............. 6200-6211
      Article 2.  General Provisions ................................ 6220-6227
      Article 3.  Form and Full Text of Clauses ..................... 6240-6243
     CHAPTER 7.  UNIFORM TESTAMENTARY ADDITIONS TO TRUSTS ACT ....... 6300-6303
     CHAPTER 8.  NONPROBATE TRANSFER TO TRUSTEE NAMED IN DECEDENT'S
                 WILL ............................................... 6320-6330
     CHAPTER 9.  DEVISE SUBJECT TO CALIFORNIA UNIFORM TRANSFERS TO
                 MINORS ACT ......................................... 6341-6349
     CHAPTER 11.  UNIFORM INTERNATIONAL WILLS ACT ................... 6380-6390
    PART 2.  INTESTATE SUCCESSION
     CHAPTER 1.  INTESTATE SUCCESSION GENERALLY ..................... 6400-6414
     CHAPTER 2.  PARENT AND CHILD RELATIONSHIP ...................... 6450-6455
    PART 3.  FAMILY PROTECTION
     CHAPTER 1.  TEMPORARY POSSESSION OF FAMILY DWELLING AND EXEMPT
                 PROPERTY ........................................... 6500-6501
     CHAPTER 2.  SETTING ASIDE EXEMPT PROPERTY OTHER THAN FAMILY
                 DWELLING ........................................... 6510-6511
     CHAPTER 3.  SETTING ASIDE PROBATE HOMESTEAD .................... 6520-6528
     CHAPTER 4.  FAMILY ALLOWANCE ................................... 6540-6545
     CHAPTER 6.  SMALL ESTATE SET-ASIDE ............................. 6600-6615
    PART 4.  ESCHEAT OF DECEDENT'S PROPERTY ......................... 6800-6806
   DIVISION 7.  ADMINISTRATION OF ESTATES OF DECEDENTS
    PART 1.  GENERAL PROVISIONS
     CHAPTER 1.  PASSAGE OF DECEDENT'S PROPERTY ..................... 7000-7001
     CHAPTER 2.  JURISDICTION AND COURTS
      Article 1.  Jurisdiction and Venue ............................ 7050-7052
      Article 2.  Disqualification of Judge ............................   7060
      Article 3.  Transfer of Proceedings ........................... 7070-7072
     CHAPTER 3.  RULES OF PROCEDURE
      Article 1.  Trial by Jury
      Article 2.  New Trials ...........................................   7220
      Article 3.5.  Judgments and Orders ...............................   7250
      Article 4.  Orders and Transactions Affecting Property ........ 7260-7263
      Article 5.  United States as Interested Person ...................   7280
     CHAPTER 4.  PUBLIC ADMINISTRATORS
      Article 1.  Taking Temporary Possession or Control of Property  7600-7605
      Article 2.  Appointment as Personal Representative ............ 7620-7624
      Article 3.  Deposit of Money of Estate ........................ 7640-7644
      Article 4.  Summary Disposition of Small Estates .............. 7660-7666
    PART 2.  OPENING ESTATE ADMINISTRATION
     CHAPTER 1.  COMMENCEMENT OF PROCEEDINGS ........................ 8000-8007
     CHAPTER 2.  NOTICE OF HEARING
      Article 1.  Contents .............................................   8100
      Article 2.  Service of Notice of Hearing ...................... 8110-8113
      Article 3.  Publication ....................................... 8120-8125
     CHAPTER 3.  PROBATE OF WILL
      Article 1.  Production of Will ................................ 8200-8203
      Article 2.  Proof of Will ..................................... 8220-8226
      Article 3.  Contest of Will ................................... 8250-8254
      Article 4.  Revocation of Probate ............................. 8270-8272
     CHAPTER 4.  APPOINTMENT OF PERSONAL REPRESENTATIVE
      Article 1.  General Provisions ................................ 8400-8405
      Article 2.  Executors ......................................... 8420-8425
      Article 3.  Administrators With the Will Annexed .............. 8440-8442
      Article 4.  Administrators .................................... 8460-8469
      Article 5.  Bond .............................................. 8480-8488
      Article 6.  Removal From Office ............................... 8500-8505
      Article 7.  Changes in Administration ......................... 8520-8525
      Article 8.  Special Administrators ............................ 8540-8547
      Article 9.  Nonresident Personal Representative ............... 8570-8577
    PART 3.  INVENTORY AND APPRAISAL
     CHAPTER 1.  GENERAL PROVISIONS ................................. 8800-8804
     CHAPTER 2.  INVENTORY
      Article 1.  General Provisions ................................ 8850-8852
      Article 2.  Discovery of Property of Decedent ................. 8870-8873
     CHAPTER 3.  APPRAISAL
      Article 1.  Procedure ......................................... 8900-8909
      Article 2.  Designation and Removal of Probate Referee ........ 8920-8924
      Article 3.  Time for Probate Referee Appraisal ................ 8940-8941
      Article 4.  Commission and Expenses of Probate Referee ........ 8960-8964
      Article 5.  Transitional Provision ...............................   8980
    PART 4.  CREDITOR CLAIMS
     CHAPTER 1.  GENERAL PROVISIONS ................................. 9000-9004
     CHAPTER 2.  NOTICE TO CREDITORS ................................ 9050-9054
     CHAPTER 3.  TIME FOR FILING CLAIMS ............................. 9100-9104
     CHAPTER 4.  FILING OF CLAIMS ................................... 9150-9154
     CHAPTER 5.  CLAIMS BY PUBLIC ENTITIES .......................... 9200-9205
     CHAPTER 6.  ALLOWANCE AND REJECTION OF CLAIMS .................. 9250-9256
     CHAPTER 7.  CLAIMS ESTABLISHED BY JUDGMENT ..................... 9300-9304
     CHAPTER 8.  CLAIMS IN LITIGATION
      Article 1.  Claim Where No Pending Action or Proceeding ....... 9350-9354
      Article 2.  Claim Where Action or Proceeding Pending .............   9370
      Article 3.  Litigation Where No Claim Required ................ 9390-9392
      Article 4.  Transitional Provision ...............................   9399
    PART 5.  ESTATE MANAGEMENT
     CHAPTER 1.  GENERAL PROVISIONS
      Article 1.  Duties and Liabilities of Personal Representative   9600-9606
      Article 2.  Court Supervision ................................. 9610-9614
      Article 3.  Summary Determination of Disputes ................. 9620-9621
      Article 4.  Joint Personal Representatives .................... 9630-9631
      Article 5.  Independent Administration ...........................   9640
      Article 6.  Transitional Provision ...............................   9645
     CHAPTER 2.  ESTATE MANAGEMENT GENERALLY ........................ 9650-9657
     CHAPTER 3.  DEPOSIT OF MONEY AND PERSONAL PROPERTY WITH
                 FINANCIAL INSTITUTIONS ............................. 9700-9705
     CHAPTER 4.  INVESTMENTS AND PURCHASE OF PROPERTY ............... 9730-9737
     CHAPTER 5.  OPERATION OF DECEDENT'S BUSINESS ................... 9760-9764
     CHAPTER 6.  ABANDONMENT OF TANGIBLE PERSONAL PROPERTY .......... 9780-9788
     CHAPTER 7.  BORROWING, REFINANCING, AND ENCUMBERING PROPERTY ... 9800-9807
     CHAPTER 8.  ACTIONS AND PROCEEDINGS BY OR AGAINST PERSONAL
                 REPRESENTATIVE ..................................... 9820-9823
     CHAPTER 9.  COMPROMISE OF CLAIMS AND ACTIONS; EXTENSION,
                 RENEWAL, OR MODIFICATION OF OBLIGATIONS ............ 9830-9839
     CHAPTER 10.  ACCEPTANCE OF DEED IN LIEU OF FORECLOSURE OR
                  TRUSTEE'S SALE; GRANT OF PARTIAL SATISFACTION OR
                  PARTIAL RECONVEYANCE .............................. 9850-9851
     CHAPTER 12.  PURCHASE OF CLAIMS OR ESTATE PROPERTY BY PERSONAL
                  REPRESENTATIVE OR PERSONAL REPRESENTATIVE'S
                  ATTORNEY .......................................... 9880-9885
     CHAPTER 13.  DEDICATION OR CONVEYANCE TO GOVERNMENTAL ENTITY;
                  EASEMENTS AND ACCESS RIGHTS ....................... 9900-9901
     CHAPTER 14.  EXCHANGE OF PROPERTY .............................. 9920-9923
     CHAPTER 15.  LEASES ............................................ 9940-9948
     CHAPTER 16.  GRANTING OPTION TO PURCHASE REAL PROPERTY ......... 9960-9966
     CHAPTER 17.  OPTION TO PURCHASE GIVEN IN WILL .................. 9980-9983
     CHAPTER 18.  SALES
      Article 1.  General Provisions .............................. 10000-10006
      Article 2.  Contract With Agent, Broker, or Auctioneer ...... 10150-10151
      Article 3.  Compensation of Agent, Broker, or Auctioneer .... 10160-10168
      Article 4.  Special Provisions Applicable to Particular
                  Types of Property ............................... 10200-10207
      Article 5.  Sale of Personal Property ....................... 10250-10264
      Article 6.  Sale of Real Property ........................... 10300-10316
      Article 7.  Vacating Sale for Purchaser's Default; Liability
                  of Defaulting Purchaser for Damages ............. 10350-10351
      Article 8.  Application of Sale Proceeds of Encumbered
                  Property; Sale to Lienholder .................... 10360-10363
      Article 9.  Damages and Recovery of Property ................ 10380-10382
    PART 6.  INDEPENDENT ADMINISTRATION OF ESTATES
     CHAPTER 1.  GENERAL PROVISIONS ............................... 10400-10406
     CHAPTER 2.  GRANTING OR REVOKING INDEPENDENT ADMINISTRATION
                 AUTHORITY ........................................ 10450-10454
     CHAPTER 3.  ADMINISTRATION UNDER INDEPENDENT ADMINISTRATION
                 AUTHORITY
      Article 1.  General Provisions .............................. 10500-10503
      Article 2.  Powers Exercisable Only After Giving Notice of
                  Proposed Action ................................. 10510-10520
      Article 3.  Powers the Exercise of Which Requires Giving of
                  Notice of Proposed Action Under Some
                  Circumstances ................................... 10530-10538
      Article 4.  Powers Exercisable Without Giving Notice of
                  Proposed Action ................................. 10550-10564
     CHAPTER 4.  NOTICE OF PROPOSED ACTION PROCEDURE .............. 10580-10592
    PART 7.  COMPENSATION OF PERSONAL REPRESENTATIVE AND ATTORNEY
             FOR THE PERSONAL REPRESENTATIVE
     CHAPTER 1.  AMOUNT OF COMPENSATION
      Article 1.  Compensation of Personal Representative ......... 10800-10805
      Article 2.  Compensation of Attorney For the Personal
                  Representative .................................. 10810-10814
     CHAPTER 2.  ALLOWANCE OF COMPENSATION BY COURT ............... 10830-10832
     CHAPTER 3.  APPLICATION OF PART ...................................  10850
    PART 8.  ACCOUNTS
     CHAPTER 1.  GENERAL PROVISIONS ............................... 10900-10902
     CHAPTER 2.  WHEN ACCOUNT REQUIRED ............................ 10950-10954
     CHAPTER 3.  SETTLEMENT OF ACCOUNT ............................ 11000-11005
     CHAPTER 4.  COMPELLING ACCOUNT ............................... 11050-11052
    PART 9.  PAYMENT OF DEBTS
     CHAPTER 1.  DEFINITIONS AND PRELIMINARY PROVISIONS
      Article 1.  Definitions ..................................... 11400-11402
      Article 2.  Proceedings Commenced Before July 1, 1988 ............  11405
     CHAPTER 2.  GENERAL PROVISIONS ............................... 11420-11429
     CHAPTER 3.  ALLOCATION OF DEBTS BETWEEN ESTATE AND SURVIVING
                 SPOUSE ........................................... 11440-11446
     CHAPTER 4.  DEBTS THAT ARE CONTINGENT, DISPUTED, OR NOT DUE .. 11460-11467
    PART 10.  DISTRIBUTION OF ESTATE
     CHAPTER 1.  ORDER FOR DISTRIBUTION
      Article 1.  General Provisions .............................. 11600-11605
      Article 2.  Preliminary Distribution ........................ 11620-11624
      Article 3.  Final Distribution .............................. 11640-11642
     CHAPTER 2.  DETERMINATION OF PERSONS ENTITLED TO DISTRIBUTION  11700-11705
     CHAPTER 3.  DISTRIBUTION OF PROPERTY IN ESTATE ............... 11750-11754
     CHAPTER 4.  DECEASED DISTRIBUTEE ............................. 11801-11802
     CHAPTER 5.  DEPOSIT WITH COUNTY TREASURER .................... 11850-11854
     CHAPTER 6.  DISTRIBUTION TO STATE ............................ 11900-11904
     CHAPTER 7.  PARTITION OR ALLOTMENT OF PROPERTY ............... 11950-11956
     CHAPTER 8.  INTEREST AND INCOME ACCRUING DURING ADMINISTRATION 12000-12007
    PART 11.  CLOSING ESTATE ADMINISTRATION
     CHAPTER 1.  TIME FOR CLOSING ESTATE .......................... 12200-12206
     CHAPTER 2.  DISCHARGE OF PERSONAL REPRESENTATIVE ............. 12250-12252
    PART 12.  ADMINISTRATION OF ESTATES OF MISSING PERSONS
              PRESUMED DEAD ....................................... 12400-12408
    PART 13.  NONDOMICILIARY DECEDENTS
     CHAPTER 1.  DEFINITIONS ...................................... 12500-12507
     CHAPTER 2.  ANCILLARY ADMINISTRATION
      Article 1.  Opening Ancillary Administration ................ 12510-12513
      Article 2.  Probate of Nondomiciliary Decedent's Will
                  Admitted to Probate in Sister State or
                  Foreign Nation .................................. 12520-12524
      Article 3.  Application of General Provisions ....................  12530
      Article 4.  Distribution of Property to Sister State
                  Personal Representative ......................... 12540-12542
     CHAPTER 3.  COLLECTION OF PERSONAL PROPERTY OF SMALL ESTATE
                 BY SISTER STATE PERSONAL REPRESENTATIVE WITHOUT
                 ANCILLARY ADMINISTRATION ......................... 12570-12573
     CHAPTER 4.  JURISDICTION OVER FOREIGN PERSONAL REPRESENTATIVE  12590-12591
   DIVISION 8.  DISPOSITION OF ESTATE WITHOUT ADMINISTRATION
    PART 1.  COLLECTION OR TRANSFER OF SMALL ESTATE WITHOUT
             ADMINISTRATION
     CHAPTER 1.  DEFINITIONS ...................................... 13000-13007
     CHAPTER 2.  GENERAL PROVISIONS ............................... 13050-13054
     CHAPTER 3.  AFFIDAVIT PROCEDURE FOR COLLECTION OR TRANSFER OF
                 PERSONAL PROPERTY ................................ 13100-13116
     CHAPTER 4.  COURT ORDER DETERMINING SUCCESSION TO PROPERTY ... 13150-13158
     CHAPTER 5.  AFFIDAVIT PROCEDURE FOR REAL PROPERTY OF SMALL
                 VALUE ............................................ 13200-13210
    PART 2.  PASSAGE OF PROPERTY TO SURVIVING SPOUSE WITHOUT
             ADMINISTRATION
     CHAPTER 1.  GENERAL PROVISIONS ............................... 13500-13506
     CHAPTER 2.  RIGHT OF SURVIVING SPOUSE TO DISPOSE OF PROPERTY   13540-13545
     CHAPTER 3.  LIABILITY FOR DEBTS OF DECEASED SPOUSE ........... 13550-13554
     CHAPTER 3.5.  LIABILITY FOR DECEDENT'S PROPERTY .............. 13560-13564
     CHAPTER 4.  COLLECTION BY AFFIDAVIT OF COMPENSATION OWED TO
                 DECEASED SPOUSE .................................. 13600-13606
     CHAPTER 5.  DETERMINATION OR CONFIRMATION OF PROPERTY PASSING
                 OR BELONGING TO SURVIVING SPOUSE ................. 13650-13660
   DIVISION 9.  TRUST LAW
    PART 1.  GENERAL PROVISIONS ................................... 15000-15004
    PART 2.  CREATION, VALIDITY, MODIFICATION, AND TERMINATION OF
             TRUSTS
     CHAPTER 1.  CREATION AND VALIDITY OF TRUSTS .................. 15200-15212
     CHAPTER 2.  RESTRICTIONS ON VOLUNTARY AND INVOLUNTARY
                 TRANSFERS ........................................ 15300-15309
     CHAPTER 3.  MODIFICATION AND TERMINATION OF TRUSTS ........... 15400-15414
    PART 3.  TRUSTEES AND BENEFICIARIES
     CHAPTER 1.  TRUSTEES
      Article 1.  General Provisions .............................. 15600-15604
      Article 2.  Cotrustees ...................................... 15620-15622
      Article 3.  Resignation and Removal of Trustees ............. 15640-15645
      Article 4.  Appointment of Trustees ....................... 15660-15660.5
      Article 5.  Compensation and Indemnification of Trustees .... 15680-15688
     CHAPTER 2.  BENEFICIARIES .................................... 15800-15805
    PART 4.  TRUST ADMINISTRATION
     CHAPTER 1.  DUTIES OF TRUSTEES
      Article 1.  Trustee's Duties in General ..................... 16000-16015
      Article 2.  Trustee's Standard of Care ...................... 16040-16042
      Article 2.5.  Uniform Prudent Investor Act .................. 16045-16054
      Article 3.  Trustee's Duty to Report Information and Account
                  to Beneficiaries ................................ 16060-16069
      Article 4.  Duties With Regard to Discretionary Powers ...... 16080-16082
      Article 5.  Duties of Trustees of Private Foundations,
                  Charitable Trusts, and Split-Interest Trusts .... 16100-16105
     CHAPTER 2.  POWERS OF TRUSTEES
      Article 1.  General Provisions .............................. 16200-16203
      Article 2.  Specific Powers of Trustees ..................... 16220-16249
     CHAPTER 3.  UNIFORM PRINCIPAL AND INCOME ACT
      Article 1.  Short Title and Definitions ..................... 16320-16328
      Article 2.  General Provisions and Fiduciary Duties ......... 16335-16339
      Article 3.  Decedent's Estate or Terminating Income Interest  16340-16341
      Article 4.  Apportionment at Beginning and End of Income
                  Interest ........................................ 16345-16347
      Article 5.1.  Allocation of Receipts During Administration
                    of Trust: Receipts From Entities .............. 16350-16352
      Article 5.2.  Allocation of Receipts During Administration
                    of Trust: Receipts Not Normally Apportioned ... 16355-16358
      Article 5.3.  Allocation of Receipts During Administration
                    of Trust: Receipts Normally Apportioned ....... 16360-16367
      Article 6.  Allocation of Disbursements During
                  Administration of Trust ......................... 16370-16375
     CHAPTER 4.  LIABILITY OF TRUSTEES TO BENEFICIARIES
      Article 1.  Liability for Breach of Trust ................... 16400-16403
      Article 2.  Remedies for Breach of Trust .................... 16420-16421
      Article 3.  Measure of Liability for Breach of Trust ........ 16440-16442
      Article 4.  Limitations and Exculpation ..................... 16460-16465
     CHAPTER 5.  NOTICE OF PROPOSED ACTION BY TRUSTEE ............. 16500-16504
    PART 5.  JUDICIAL PROCEEDINGS CONCERNING TRUSTS
     CHAPTER 1.  JURISDICTION AND VENUE ........................... 17000-17006
     CHAPTER 2.  NOTICE ........................................... 17100-17105
     CHAPTER 3.  PROCEEDINGS CONCERNING TRUSTS .................... 17200-17211
     CHAPTER 4.  TESTAMENTARY TRUSTS SUBJECT TO CONTINUING COURT
                 JURISDICTION
      Article 1.  Administration of Testamentary Trusts Subject to
                  Continuing Court Jurisdiction ................... 17300-17304
      Article 2.  Removal of Trusts From Continuing Court
                  Jurisdiction .................................... 17350-17354
     CHAPTER 5.  TRANSFER OF TRUST TO ANOTHER JURISDICTION ........ 17400-17405
     CHAPTER 6.  TRANSFER OF TRUST FROM ANOTHER JURISDICTION ...... 17450-17457
    PART 6.  RIGHTS OF THIRD PERSONS
     CHAPTER 1.  LIABILITY OF TRUSTEE TO THIRD PERSONS ............ 18000-18005
     CHAPTER 2.  PROTECTION OF THIRD PERSONS ...................... 18100-18108
     CHAPTER 3.  RIGHTS OF CREDITORS OF SETTLOR ................... 18200-18201
    PART 7.  UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT  18501-18510
    PART 8.  PAYMENT OF CLAIMS, DEBTS, AND EXPENSES FROM REVOCABLE
             TRUST OF DECEASED SETTLOR
     CHAPTER 1.  GENERAL PROVISIONS ............................... 19000-19012
     CHAPTER 2.  PETITION FOR APPROVAL AND SETTLEMENT OF CLAIMS
                 AGAINST DECEASED SETTLOR ......................... 19020-19030
     CHAPTER 3.  PUBLICATION OF NOTICE ............................ 19040-19041
     CHAPTER 4.  ACTUAL NOTICE TO CREDITORS ....................... 19050-19054
     CHAPTER 5.  TIME FOR FILING CLAIMS ........................... 19100-19104
     CHAPTER 6.  FILING OF CLAIMS ................................. 19150-19154
     CHAPTER 7.  CLAIMS BY PUBLIC ENTITIES ........................ 19200-19205
     CHAPTER 8.  ALLOWANCE AND REJECTION OF CLAIMS ................ 19250-19255
     CHAPTER 9.  CLAIMS ESTABLISHED BY JUDGMENT ................... 19300-19304
     CHAPTER 10.  ALLOCATION OF DEBTS BETWEEN TRUST AND SURVIVING
                  SPOUSE .......................................... 19320-19326
     CHAPTER 11.  LIABILITY OF SETTLOR'S SURVIVING SPOUSE ..............  19330
     CHAPTER 12.  DISTRIBUTEE LIABILITY ........................... 19400-19403
   DIVISION 10.  PRORATION OF TAXES
    CHAPTER 1.  PRORATION OF ESTATE TAXES
     Article 1.  General Provisions ............................... 20100-20101
     Article 2.  Proration ........................................ 20110-20117
     Article 3.  Judicial Proceedings ............................. 20120-20125
    CHAPTER 2.  PRORATION OF TAXES ON GENERATION-SKIPPING TRANSFER
     Article 1.  General Provisions ............................... 20200-20201
     Article 2.  Proration ........................................ 20210-20215
     Article 3.  Judicial Proceedings ............................. 20220-20225
   DIVISION 11.  CONSTRUCTION OF WILLS, TRUSTS, AND OTHER
                 INSTRUMENTS
    PART 1.  RULES FOR INTERPRETATION OF INSTRUMENTS
     CHAPTER 1.  GENERAL PROVISIONS ............................... 21101-21118
     CHAPTER 2.  ASCERTAINING MEANING OF LANGUAGE USED IN THE
                 INSTRUMENT ....................................... 21120-21122
     CHAPTER 3.  EXONERATION; ADEMPTION ........................... 21131-21139
     CHAPTER 4.  EFFECTIVE DATES .......................................  21140
    PART 2.  PERPETUITIES
     CHAPTER 1.  UNIFORM STATUTORY RULE AGAINST PERPETUITIES
      Article 1.  General Provisions .............................. 21200-21202
      Article 2.  Statutory Rule Against Perpetuities ............. 21205-21209
      Article 3.  Time of Creation of Interest .................... 21210-21212
      Article 4.  Reformation ..........................................  21220
      Article 5.  Exclusions from Statutory Rule Against Perpetuities ..  21225
     CHAPTER 2.  RELATED PROVISIONS ............................... 21230-21231
    PART 3.  NO CONTEST CLAUSE .................................... 21310-21315
    PART 3.5.  LIMITATIONS ON TRANSFERS TO DRAFTERS AND OTHERS .... 21350-21356
    PART 3.7.  PRESUMPTION OF FRAUD OR UNDUE INFLUENCE
     CHAPTER 1.  DEFINITIONS ...................................... 21360-21374
     CHAPTER 2.  OPERATION AND EFFECT OF PRESUMPTION .............. 21380-21392
    PART 4.  ABATEMENT ............................................ 21400-21406
    PART 5.  COMPLIANCE WITH INTERNAL REVENUE CODE
     CHAPTER 1.  GENERAL PROVISIONS ............................... 21500-21503
     CHAPTER 2.  MARITAL DEDUCTION GIFTS .......................... 21520-21526
     CHAPTER 3.  CHARITABLE GIFTS ................................. 21540-21541
    PART 6.  FAMILY PROTECTION: OMITTED SPOUSES AND CHILDREN
     CHAPTER 1.  GENERAL PROVISIONS ............................... 21600-21601
     CHAPTER 2.  OMITTED SPOUSES .................................. 21610-21612
     CHAPTER 3.  OMITTED CHILDREN ................................. 21620-21623
     CHAPTER 4.  APPLICABILITY .........................................  21630
    PART 7.  CONTRACTS REGARDING TESTAMENTARY OR INTESTATE SUCCESSION ..  21700

Royalties and Estate Planning

I am sitting at my desk on this lovely Saturday morning which is not my norm. With nobody else here I have Pandora playing in the background. It got me thinking have these artists connected their royalties to their living trusts?

Hey, when you do estate planning for a living everything gets back to probate and estate planning in some way! 

So, let’s say you wrote a book, recorded an album, acted in a movie or whatever else it may be that created a residual or royalty. I have worked with many clients with these type of things. Am working with one right now who, interestingly, was the producer of some rather obscure rap music songs in the late 80′s or early 90′s. They were never huge sellers but they continue to sell… world wide. Sure at some point that trail may end but for now it continues and thus it’s important to get that into a trust.

If you don’t get your intellectual property rights into a trust it can be difficult for your family to get it after death. It can require a costly and long probate.

Here in California we have a lot of clients with royalties and residuals. Thus we are familiar with what is needed to get them connected to a trust.

Contact me to discuss your case personally or review our website at www.californiaprobate.info for more information.

-John

Inventory and Appraise ALL assets

In our office we do a lot of trust administration and probate. This means sorting things out after death typically. Although in some cases it can also be inventorying assets in a conservatorship. One of the major steps is inventorying the assets. This means making a list of assets. Unfortunately a lot of times the trustee or executor does not realize how important it is to inventory all assets.

Ok, sure we usually draw a line at some estimated dollar value. In some cases it’s $10, in some it’s $100, and in some it’s $1,000. A lot depends on the nature of the case, the people involved, and the type of assets. However, in general it’s good policy to list all items. This includes the obvious stuff like: real estate, bank accounts, stocks, bonds, business interests, life insurance (if no named beneficiary), cars, boats, jewelry, electronics, furniture, artwork, and the list goes on.

In some cases a professional appraiser is needed and if it’s a California probate case then a California Probate Referee has to be used. They are state appointed officials who have a duty to accuruately appraise all items presented to them, on an inventory, as of the date of death. In my experience these probate referees have a very good knowledge of what things are worth covering a broad range of items.

Failure to inventory all assets can create liability for the fiduciary (the executor or trustee). It also can make distributions more difficult. By listing everything it makes it very easy to distribute everything and there is no question that things were done correctly. When an attorney sees one thing not being done right it makes them wonder if other things were not done right. Thus, when I represent a beneficiary (as opposed to the trustee or executor) I really pay attention to what’s getting appraised. It’s an easy target and it’s an invitation for me to explore other things that I think the fiduciary may be doing incorrectly.

When in doubt put it on the list!

For more information about California wills, trusts, probate and trust administration please visit our website at www.californiaprobate.info

-John

Divorce and Life Insurance in California

I was contacted today by a client whose father just died. It was a painful death and, even more sad, he is probably now rolling over in his grave to learn what I am typing. He never changed the beneficiary on his life insurance policy and it goes to… his ex-wife.

Ughhhh. I am happy to not know exactly what it’s like to get divorced but I have heard enough stories and I know of few people who would want their life insurance to go to their ex.

California does have probate code 5600 (quoted below for your information) which seemingly indicates the distribution to the ex-wife would be stopped. That is in part (a) but part (e) says that these rules are not applicable to life insurance.

A good reminder to all is check your life insurance, 401k, IRA, and other death beneficiary designations. Don’t let your ex get a cent… unless you really want them to of course.

For more information about California wills, trusts, probate a

PROBATE CODE
SECTION 5600-5604

5600.  (a) Except as provided in subdivision (b), a nonprobate
transfer to the transferor's former spouse, in an instrument executed
by the transferor before or during the marriage, fails if, at the
time of the transferor's death, the former spouse is not the
transferor's surviving spouse as defined in Section 78, as a result
of the dissolution or annulment of the marriage. A judgment of legal
separation that does not terminate the status of husband and wife is
not a dissolution for purposes of this section.
   (b) Subdivision (a) does not cause a nonprobate transfer to fail
in any of the following cases:
   (1) The nonprobate transfer is not subject to revocation by the
transferor at the time of the transferor's death.
   (2) There is clear and convincing evidence that the transferor
intended to preserve the nonprobate transfer to the former spouse.
   (3) A court order that the nonprobate transfer be maintained on
behalf of the former spouse is in effect at the time of the
transferor's death.
   (c) Where a nonprobate transfer fails by operation of this
section, the instrument making the nonprobate transfer shall be
treated as it would if the former spouse failed to survive the
transferor.
   (d) Nothing in this section affects the rights of a subsequent
purchaser or encumbrancer for value in good faith who relies on the
apparent failure of a nonprobate transfer under this section or who
lacks knowledge of the failure of a nonprobate transfer under this
section.
   (e) As used in this section, "nonprobate transfer" means a
provision, other than a provision of a life insurance policy, of
either of the following types:
   (1) A provision of a type described in Section 5000.
   (2) A provision in an instrument that operates on death, other
than a will, conferring a power of appointment or naming a trustee.

Charitable Giving in California

Today is the grand opening of the Sacramento Children’s Museum.  My wife, Kathleen, is the founder of this museum. I still remember the day in late 2004 or early 2005 that we were driving home from the Bay Area, having enjoyed our visit to Berkelely’s Habitot, we were around Dixon or Davis, and she said, “I want to open a children’s museum in Sacramento….”  That day she called a couple of friends, within a month she had incorporated with the state of California, and filed for 501c3 status with the IRS.   Today, 6+ years later, is a very sweet day for our family. It’s the culmination of years of hard work, ups and downs, good connections, good connections gone bad, people moving, people joining, etc…. However, watching it on the local news this morning was pretty incredible for me and my kids. Shoot, my 8 year old son Michael was ok to change it off cartoons and watch the news for an hour to wait and see the museum on TV… “the museum that mommy owns.”

As an estate planning attorney I help clients do similar things sometimes.  Maybe it’s setting up family foundations during life or to take effect after death.  For others it’s helping to coordinate charitable gifts during life or after death to charities that are near and dear to their heart.  For still others it’s more complex charitable planning with charitable remainder trusts. For all of these tools it’s important to have a licensed estate planning attorney helping. It also doesn’t hurt for that attorney to be a Certified Specialist in Estate Planning Law as I am by the California Bar State Board of Legal Specialization.

Yes, doing your revocable trusts, wills, powers of attorney, etc… are important for avoiding probate, minimizing taxes, and carrying out your wishes. However, charitable work can be the most special for you and your fami